At InvestorCOM, our commitment to providing service and innovative solutions is more than just a mission statement—it’s our way of doing business. This unwavering dedication is exemplified by our partnership with RFG Advisory, whose recent Client Health Scores reflect perfect ratings across four key metrics: Customer Service, Solutions Satisfaction, Net Promoter Score (NPS), and Likelihood to Renew, all scoring a remarkable 10/10 for two consecutive quarters. These scores serve as a testament to our dedication in cultivating a customer-focused culture that not only meets but exceeds client expectations.

Driving Excellence Through Service

InvestorCOM’s customer success team strives to embody a service-first mindset, ensuring that our clients are empowered with the tools and support they need to achieve their goals. We recognize that in today’s fast-paced regulatory environment, firms like our partners at RFG Advisory require solutions that are both comprehensive and intuitive.

Our dedication to client satisfaction is evident in the glowing feedback we’ve received from RFG’s leadership:

“InvestorCOM’s Compliance dashboard revolutionized our approach to regulatory compliance. The solution empowered us to navigate the DOL PTE 2020-02 retrospective review last year. We have subsequently increased our usage to support weekly monitoring and surveillance, which will make the next retro review even easier. We can monitor rollover recommendations in real-time, ensuring proactive and compliant decision-making. A game-changer for our firm’s success!”
– Rick Ohlrich, CCO, RFG Advisory

 

Listening to Our Clients and Adapting

Our partnership with RFG Advisory also highlights the importance of listening to client feedback and incorporating it into our product roadmap. During our most recent Quarterly Business Review (QBR) with RFG, several enhancement suggestions were discussed.

Our team takes all feedback seriously. By maintaining open lines of communication and prioritizing transparency, we ensure that our clients receive the highest level of service and support. The core of our product roadmap is client feedback.

 

Celebrating Client Success

The perfect Client Health Scores achieved by RFG Advisory is a reflection of the strong, collaborative relationship we’ve built together. These scores not only reflect the effectiveness of our solutions but also highlight the dedication to fostering a culture of excellence and client advocacy.

 

As we continue to innovate and expand our offerings, we remain focused on our core mission: empowering our clients to navigate the complexities of regulatory compliance with confidence and ease. At InvestorCOM, we believe that our success is inherently tied to the success of our clients, and we are committed to delivering solutions that drive results and create lasting value.